Welcome to another edition of our Sunday “Resources” stream where we share our most valuable data & resources across four rotating formats:

For 1. and 3., we collaborate with best-in-class partners to ensure you get the highest quality data. For 2. and 4., we leverage our ever-growing product portfolio and share selective snapshots of the most sought-after resources from The Lab.

✅ Join our free “AI & Automation for VC” Slack group

✅ Summarize 50+ newsletters with ChatGPT

✅ Evaluating startups with ChatGPT

✅ VC Co-Pilot for deal sourcing

✅ Top 10 Prompts for startup sourcing

✅ Top 10 Prompts for startup screening & due diligence

✅ Top 10 Prompts for deal winning & closing

✅ List of 312 family offices

✅ List of 59 pension funds

✅ List of 1513 angel investors

✅ List of 997 accelerators

Access these and more resources like our Slack community, 100+ masterclasses, automation templates, Notion templates, copilots, and more via our Annual and Premium subscriptions to The Lab.

Here’s a summary of the best content that I consumed in the previous week...

If OpenClaw is the employee, then Paperclib is the company. It’s an open-source orchestration layer that runs a business made of AI agents including org charts, budgets, governance, goal alignment, and audit logs included. One command, no external database, works with any agent runtime.

Monthly budgets per agent enforce cost control automatically: when an agent hits its limit, it stops. No babysitting, no runaway spend.

The coming Clipmart marketplace will let you download and run entire pre-built companies in one click. Can’t wait to play around with it!

Reserves are standard practice in VC, but the data says they rarely make sense. Even in the best-case scenario where follow-on capital generates a 5x gross return, the net impact on fund performance still falls below the no-reserves benchmark of 4.0x.

The math is simple: follow-on checks enter at higher valuations, so they are structurally incapable of matching the efficiency of your initial investments. Deploying broadly or missing the outlier makes it worse.

The uncomfortable truth is that reserves often benefit the GP more than the LP: larger funds mean more management fees, even when the added capital drags net multiples down.

For emerging managers especially: reserves are not a default strategy. They are an experiment worth running carefully, not a line item worth assuming.

Intercom is now at $400M ARR with its AI agent Fin growing at 3.5x and about to represent half of total revenue, making it arguably the fastest-growing large software company in the world. Three years ago it was heading toward negative growth.

CEO Des Traynor's account of the turnaround is the most honest SaaS-to-AI case study published so far. They moved 80% of R&D to Fin while it was still single-digit percent of revenue, killed $60M ARR by switching to outcome-based pricing, and explicitly stopped marketing Intercom in favor of marketing Fin. They did not hedge. They destroyed the old business on purpose.

It’s a great case study for all investors out there wondering what to do with their SaaS portfolio companies. The lesson is clear: the companies that survive this shift will not be the ones that added an AI feature. They will be the ones willing to cannibalize themselves before someone else does.

For today’s Picks of the Month, we’re excited to partner with Harmonic: The leading startup discovery engine serving top VC firms like Accel, Bessemer, Firstmark, General Catalyst, Lightspeed, and hundreds more.

Instead of ranking startups case by case via different growth signals, we unify all dimensions into a single metric: investor interest measured by the number of investors visiting the respective stealth/startup profiles on the Harmonic platform.

This is a unique scoring you won’t find anywhere else!

It’s about quality, not quantity: We cover the top 5 stealth founders, top 5 early-stage startups that raised less than $10M, and the top 5 growth-stage startups that raised more than $10M. Global and across industries.

This month, we find 3 key themes among trending startups:

Here’s the needle in the haystack - here are the 15 most sought-after founders/startups in March 2026 you don’t want to miss👇 ranked by investor interest and page visits on the Harmonic platform.